To help build up a history of a client we can log calls and meetings in Client Engager.
In this video, we take you through the feature.
There is also a step-by-step PDF guide with screenshots to help
Logging meetings and calls
To help build up a history of a client we can log calls and meetings in Client Engager.
In this video, we take you through the feature.
There is also a step-by-step PDF guide with screenshots to help
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